Trump Dump

Here's a super easy passive tactical strategy:

67%  BTAL   (market neutral anti beta ETF)
33% TQQQ  3x geared  Nasdaq

Since 2012 (BTAL inception), rotate annually, nothing more.

CAGR     +20.29%
maxDD   -21.88%
Vola:        18.7%
Sharpe     1.01

Despite recent ups and downs in the stock market, my primary trading account has maintained a compound annual growth rate (CAGR) exceeding 20% over the past 10 years.

With global equities slipping, the current decline is only -3.57%, and the long-term return around 14–16%. This portfolio achieved a 35% return in 2024.

I’ve put 100% of my retirement savings into this. After 25+ years of building it, I’m not willing to risk a 30% plunge. DM me for more details.

Large market fluctuations causing you concern?

Consider a multi-asset tactical portfolio like our All-Weather Portfolio, designed to offer steady growth while reducing those steep, anxiety-inducing drops.

Here’s my real-time underwater equity for this portfolio since its launch in August 2023.

What breakout? It's back at $85k.

Does market volatility bother you?

If so, it's time to switch to a multi-asset style portfolio that provides reasonable growth but without the heavy ups and downs.

Below is my own equity growth since live trading commenced in July 2023. Total return of 59% with a max equity decline of just -5.1%

#Buffett vs $SPY since 2010

CAGR: 13.79% vs 13.79%
avgDD: -25.8% vs -26.7%
Vola: 19.3% vs 17.1%
Sharpe: 0.77 vs 0.85

A few variants of the 60/40 portfolio back to 2001.

Top panel = rebalance monthly
Bottom Panel = rebalance monthly + trend filter

What gives me the confidence to keep trading during sh*tstorm's?

Below is my main US Momentum tested back to 1955.

I'm sure there were tariffs issued somewhere herein...

Sounds like a certain politician

A benefit of all our systematic portfolios is they're all fully replicable - you will attain the exact same results as us. All portfolios come with full position sizing and construction details. Nothing to chance.

Alternatively we offer a full managed option where we do all the work for you.

The #ASX All Weather strategy added +4.2% in January continuing on from its +35% gain in 2024. $GOLD.ax has been a major contributor to the out-performance.

To achieve this goal, the portfolio will use a variety of Exchange Traded Funds (ETFs) listed on both the ASX and US markets.

Feel free to message or email me (nick@thechartist.com.au) for more information.

I'm pleased to announce we're now accepting funds from Australian wholesale investors to invest in the Harbourside All-Weather Portfolio.

The strategy objective is to deliver low volatility returns in diverse economic conditions while steering clear of prolonged asset downturns.

Sometimes you just need to start trading.

You don't need all the answers right now. New paths will reveal themselves if you have the courage to get started.

Another simple example of a US All-Weather strategy using a simple trend filter, rebalance monthly. Reasonably competitive vs the $AOA

60% $VTI
25% $GLD
15% $TLT

CAGR 9.2% vs 10.4%
maxDD -12.3% vs -28,1%
Vola 8.1% vs 15.1%
Sharpe: 0.88 vs 0.63

_Multi Year 2024 Update This is "_Multi Year 2024 Update" by The Chartist on Vimeo, the home for high quality videos and the people who love them.

Here's the 2024 performance review for the Harbourside Multi Strategy which is currently open to Australian Wholesale Investors. Please reach out if you'd like any further information, or how we might be able to assist you to access other strategies we invest in.

vimeo.com/1046817638/b...

TRADE A SYSTEM THAT FITS YOUR PERSONALITY

rather than

ADAPT YOUR PERSONALITY TO SUIT A SYSTEM

The latter is nigh impossible and no book will change the equation.

"...every company that goes bankrupt exhibits the same price pattern—with almost 100% certainty. Know the pattern to avoid the abyss." - Unholy Grails, Page 5

$SGR.ax #ASX

Bond yields rising.
Gold rising.
US debt rising.
Equities rising.

Something's gotta give...

4/4

This approach is particularly well-suited for new investors seeking to minimize exposure to market swings, as well as those nearing retirement who are looking to reduce portfolio volatility while preserving growth potential.

3/4

Year-to-date, the strategy has achieved a return of +33.8%, vs. $AOR at +11%.

2/4

The strategy maintains a diversified portfolio, investing directly in ETFs with a balanced allocation of 40% defensive assets and 60% growth assets across both Australian and US markets.

1/4
Despite heightened volatility so far this month, the All-Weather strategy has delivered a solid result, currently up +3.1%, compared to the benchmark $AOR, which is down -2.09%

Not sure that's even the slightest issue

How to develop robust trading systems | Nick Radge, The Chartist YouTube video by Chat With Traders

An oldie buy a goodie.

@chatwithtraders discussion on building robust strategies.

youtu.be/76ppCyIklvk?...

Access to these strategies, exactly as I trade them, are available:
(1) via membership
(2) via a wholesale managed account (Australian investors only)

Drop me a message or email for further details.

There is a compelling reason why I have allocated 100% of my retirement account to the dual All Weather strategies (1x ASX, 1x US). Over the past 18 months, these strategies have delivered exceptionally smooth, low-volatility growth.

Total Return +55%
MaxDD -5.4%

"This month reminds me that Nick has nailed the "Holy Grail" of trading. Select several simple, robust systems and become an order clerk." - Len Z.

Yep. A simple strategy applied over the long term.